by Rick Van Schoick, on May 2, 2022 8:00:00 AM
FinFolio is excited to announce our partnership with Redtail Technology, a leader in CRM solutions. This partnership enables our clients to sync data between FinFolio and Redtail.
The integration with Redtail is either one-way or two-way depending upon the type of data being synced.
FinFolio makes portfolio management software for investment advisors. We have embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single portfolio management software suite.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
FinFolio
3000 Lawrence Street, Suite 6
Denver, CO 80205
(720) 206-0660
sales@finfolio.com
PRIVACY
